Confidential Bequest Notification Form

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Thank you for supporting the future of your UU Fellowship! This information will be saved in a secure confidential location. Please contact the Board of Trustees (board@uulacrosse.org) if you have any questions or need help filling out the form.

Your Name *

Your Birthdate *

Your Email

Your Phone Number *

Name (Optional: If Bequest is for Two People)

Birthdate

Phone Number

Future Contact (personal representative, attorney, financial advisor, executor) for my/our gift:

Name *

Relationship *

Phone Number *

Type of gift you wish to share: *

Outright Bequest (in Will)

Life Insurance

Retirement Plan Beneficiary

Revocable Trust

Charitable Remainder Trust

Other:

Required

Type of Bequest

Company Contact Information

Type of Bequest (Optional: Additional Bequest)

Company Contact Information

Is there anything else you would like us to know about your estate plans concerning UU La Crosse?

Submit

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This form was created inside of Unitarian Universalist Fellowship of La Crosse.